Are you looking for a financial advisor who listens well, works efficiently, and gives you the confidence that you’re on track to meet your goals?  

Phlox (pronounced "flocks") is an independent fee-only wealth management firm that does just that. We help people create wealth by working on their entire financial situation, not just the investment accounts we manage.

Wealth creation requires attention to many details. At Phlox, we use cutting edge technology to provide clients with a complete understanding of their entire financial situation on one dashboard. We give you access to curated information on your mobile device or desktop so that when it’s time to meet face to face, you are better informed.

And while we strive to cater to our clients’ busy schedules by using high-tech tools, that doesn’t mean we don’t have time to listen. It’s our mission to understand your concerns, clarify your life goals, and assure your finances are in alignment so you can look to the future with confidence and optimism.


Is your money aligned with your aspirations?

Do you have the time to manage your finances?

Who is Your Family CFO?

Phlox Insights